See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,585 | $72,404+247.5% | $110,238+128.2% | $64,186+292.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -0.63% | -6.29%+5.7pp | 314.74%-315.4pp | 7.63%-8.3pp |
| Employer contribution / active EE | $7,846 | $2,282+243.9% | $3,826+105.1% | $2,381+229.6% |
| Participant deferral / active EE | $8,306 | $3,469+139.4% | $4,672+77.8% | $3,470+139.4% |
| Admin fee / account holder | $9,544 | $5,664+68.5% | $8,547+11.7% | $4,888+95.2% |